TOP 10 Financial consulting for businesses in Union City, CA
49 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Community First Credit Union
● ClosedCommunity First Credit Union is a trusted financial institution located at 147 North Franklin Street in Fort Bragg, California. As a full-service credit union, we offer a wide range of banking and financial services to our members. Whether you need to deposit funds, withdraw cash, apply for a loan, or seek financial advice, our friendly staff is here to help. With a focus on community involvement and member satisfaction, we strive to provide personalized service and competitive rates to meet all of your financial needs. Visit us today to experience the difference of banking with Community First Credit Union.
147 N Franklin St, Fort Bragg, CA 95437, United States -
Godinez Financial and Insurance Services
● ClosedGodinez Financial and Insurance Services is a reputable insurance agency located in Union City, California. Our dedicated team of professionals is committed to providing personalized financial and insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a convenient location at 33006 Calle La Mirada Common, our agency is easily accessible to residents of Union City and the surrounding areas. Trust Godinez Financial and Insurance Services to protect what matters most to you.
33006 Calle La Mirada Common, Union City, CA 94587, United States -
Coast Central Credit Union Bayshore Mall
● ClosedCoast Central Credit Union Bayshore Mall is a financial institution located at 3300 Broadway Street in Eureka, California, United States. This institution offers ATM services and various financial products. CCCU prioritizes the safety and security of its members, warning against sharing sensitive information with anyone claiming to be from the credit union. They also provide college scholarships for graduating high school seniors and participate in economic development programs. At Coast Central, they are dedicated to making a positive impact on the local community and environment. They have implemented sustainability efforts such as recycling bins in break rooms, paperless banking options, and energy-efficient practices. Members have praised the credit union for their excellent service, easy loan processes, and convenient online banking platform.
3300 Broadway St #810, Eureka, CA 95501, United States -
Redwood Credit Union
● ClosedRedwood Credit Union, located at 280 Main Street in Point Arena, California, is a trusted institution offering a range of financial services including banking, ATM access, and loans. Many local businesses choose to bank with us for our reliable and convenient services. Our friendly staff at the Point Arena branch are here to assist you with all your financial needs. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we have you covered. Schedule an appointment for investment, insurance, or auto services by visiting our main appointments page. You can also speak with a representative at our Member Service Center by calling 1 (800) 479-7928. Find a local RCU ATM or access over 30,000 free Co‑op® Network ATMs with our locator map. We are committed to providing exceptional service and support to our members. Please note that any information or products provided on third-party websites linked from our site are not endorsed or guaranteed by Redwood Credit Union. Contact us today to learn more about how we can help you achieve your financial goals.
280 Main St, Point Arena, CA 95468, United States -
Jamie Myers -Travis Credit Union - NMLS #312309
● ClosedJamie Myers -Travis Credit Union is a finance institution located at One Travis Way in Vacaville, California, United States. With NMLS #312309, they offer a range of financial services to individuals and businesses, including loans, savings accounts, and more. Their team of professionals is dedicated to helping clients achieve their financial goals and providing personalized solutions to meet their needs. Visit Jamie Myers -Travis Credit Union today for all your financial needs.
One Travis Way, Vacaville, CA 95687, United States -
KeyPoint Credit Union
● ClosedKeyPoint Credit Union is a financial institution located at 7062 Market Place Drive in Goleta, California. As a credit union, we offer a range of financial services including ATM access and various finance options. Our mission is to help our members thrive financially throughout all stages of life. We are dedicated to investing in the communities we serve by promoting financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join us at KeyPoint Credit Union and let us help you achieve your financial goals.
7062 Market Pl Dr, Goleta, CA 93117, United States -
Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 6365 Valley Springs Parkway in Riverside, California, is a full-service financial institution offering ATM, banking, and finance services. In just 10 minutes, you can start investing with Digital Investor’s automated or self-directed tools. Need personalized guidance? Our financial advisors can help create an investing strategy tailored to your needs. With tried and true strategies, you can navigate challenges and become a more confident investor. Looking for a business credit card? Get all the information you need to choose the right one for your company. Entrepreneurs can also find assistance programs and advice on business credit card options. Manage your business finances separately from your personal ones with our strategies.
6365 Valley Springs Pkwy, Riverside, CA 92507, United States -
Turnkey Financial Solutions
● ClosedTurnkey Financial Solutions is a leading finance institution located at 33170 Alvarado-Niles Road in Union City, California. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer comprehensive solutions tailored to meet our clients' needs. With a commitment to excellence and personalized service, Turnkey Financial Solutions is the trusted partner you need for all your financial needs.
33170 Alvarado-Niles Rd #1659, Union City, CA 94587, United States -
Provident Credit Union (Hayward Community Branch)
● ClosedProvident Credit Union (Hayward Community Branch) is a trusted financial institution located at 22302 Foothill Boulevard in Hayward, California. As a full-service credit union, they offer a wide range of financial services including banking, loans, and investment options. Whether you need to deposit funds, withdraw cash, or speak with a financial advisor, Provident Credit Union is dedicated to helping you achieve your financial goals. With a convenient location in the Hayward community, this branch is committed to providing exceptional customer service and personalized financial solutions. Visit Provident Credit Union today to experience the difference of banking with a community-focused institution.
22302 Foothill Blvd, Hayward, CA 94541, United States -
Van Horn Consulting Associates
● OpenVan Horn Consulting Associates is a reputable accounting and finance institution located at 2208 Union Street in San Francisco, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, financial planning, and consulting services tailored to meet the unique needs of their clients. Van Horn Consulting Associates is known for their commitment to excellence and personalized approach to financial management.
2208 Union St, San Francisco, CA 94123, United States -
Merrill Lynch Financial Advisor Sameera Gupta
● OpenMerrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Compass Consulting
● OpenCompass Consulting is a consulting company located at 1700 Aviara Parkway in Carlsbad, California. Specializing in providing financial advice platforms for banks and credit unions, Compass Consulting utilizes decades of industry experience to help institutions increase profitability, improve client/member retention and satisfaction, enhance overall client/member experience, boost employee retention and satisfaction, and improve performance and collaboration across lines of business. With a focus on leveling the playing field for regional banks and credit unions to excel in wealth management and financial planning, Compass Consulting's team of experts deliver strategies, assist in implementing solutions, and ensure exceptional results. In a changing wealth management landscape where regional banks and credit unions have seen significant growth, Compass Consulting helps institutions capitalize on their competitive advantages over larger banks and firms.
1700 Aviara Pkwy #131176, Carlsbad, CA 92013, United States -
Redwood Credit Union
● ClosedRedwood Credit Union is a trusted financial institution located at 195 South Orchard Avenue in Ukiah, California. As a full-service bank, we offer a range of services including ATM access, banking, and finance options. Many local businesses choose to bank with us due to our commitment to serving our members and the community. Our friendly staff is dedicated to helping you with all your financial needs. You can easily schedule appointments for investment, insurance, or auto services on our website. We also offer convenient services such as cash withdrawals, deposits, loan payments, notarization, and safe deposit boxes. If you have any questions, feel free to contact our Member Service Center or use our ATM locator map to find a nearby RCU or Co-op Network ATM. Additionally, we provide information on the latest updates regarding the Economic Aid Act and PPP loan forgiveness. Please note that we are not responsible for the content of external websites. Visit Redwood Credit Union today and experience the difference!
195 S Orchard Ave, Ukiah, CA 95482, United States -
Redwood Credit Union
● ClosedRedwood Credit Union, located at 16095 Main Street in Lower Lake, California, is a trusted institution offering a range of financial services including ATM, banking, and finance options. Many local businesses choose to bank with us for our personalized service and commitment to the community. Our friendly staff at the Lower Lake branch is dedicated to helping RCU Members achieve their financial goals and dreams. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we are here to assist you. Schedule an appointment for investment, insurance, or auto services, or speak with a representative at our Member Service Center. Find a convenient RCU ATM or access over 30,000 free Co-op Network ATMs with our locator map. Stay informed about changes in regulations, such as the Economic Aid Act, and how they may affect your loan repayment schedule. Please note that we are not responsible for the content of third-party websites linked from our site. Let Redwood Credit Union be your trusted partner in financial success.
16095 Main St, Lower Lake, CA 95457, United States -
Redwood Credit Union
● ClosedRedwood Credit Union, located at 1129 South Cloverdale Boulevard in Cloverdale, California, is a trusted institution offering a range of financial services. Many local businesses choose to bank here, and for good reason. The dedicated staff at the Cloverdale branch is committed to serving RCU Members and the community. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we are here to help. Our convenient ATM and Co‑op® Network ATM locator map makes accessing your funds easy. Additionally, our knowledgeable representatives are available to assist you over the phone. For appointments regarding investments, insurance, or auto services, visit our main appointments page. Please note that the deferment period for PPP loans has been extended, giving you more time to request forgiveness. However, if any part of your loan is not forgiven, your first loan payment will be due the following month after a decision is made by the SBA. Please be aware that by clicking on any links to third-party websites, you will be leaving the Redwood Credit Union website. We do not endorse or guarantee the products or information provided by these external sites. Visit us today and let us help you achieve your financial goals and dreams.
1129 S Cloverdale Blvd Suite A, Cloverdale, CA 95425, United States -
Self-Help Federal Credit Union
● ClosedSelf-Help Federal Credit Union, located at 2110 Railroad Avenue in Pittsburg, California, is a financial institution that aims to provide access to banking services for working families and communities facing financial barriers. With over $2 billion in assets and serving more than 100,000 members across 38 branches in California, Illinois, Washington, and Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. As part of the Self-Help family of nonprofit organizations, their mission is to create and protect ownership and economic opportunity for all. The institution has a strong track record of providing financing to help individuals buy homes, start businesses, and strengthen community resources. For more information, visit their website at www.self-helpfcu.org and www.self-help.org.
2110 Railroad Ave #100, Pittsburg, CA 94565, United States -
Denise Davis - SAFE Credit Union - Financial Planning
● ClosedDenise Davis - SAFE Credit Union - Financial Planning is a finance institution located at 9055 Woodcreek Oaks Boulevard, Roseville, California, United States. We prioritize our members over shareholders and are dedicated to putting you first. Our services include savings solutions, borrowing options, webinars for financial well-being, business banking accounts, investment planning, grants and scholarships, and employee benefits packages. By becoming a member of SAFE Credit Union, you can enjoy a sense of community and belonging while receiving personalized financial support for every stage of life. Our convenient mobile app allows for easy money management, including early payday options and peer-to-peer payments. Join us on your financial journey and experience the benefits of being part of one of the best credit unions in California.
9055 Woodcreek Oaks Blvd Suite 150, Roseville, CA 95747, United States -
Mike Kenison - SAFE Financial Services - Wealth Advisor
● ClosedMike Kenison - SAFE Financial Services - Wealth Advisor is a finance institution located at 6190 Stanford Ranch Road, Rocklin, California, United States. They offer a range of financial services including savings solutions, business banking accounts, loans, and investment planning. Their team of professional experts are dedicated to putting members first and helping them achieve their financial goals. Additionally, they provide grants and scholarships, as well as financial health services for employees. With a focus on community and member satisfaction, SAFE Credit Union is committed to supporting individuals and families on their financial journey. Join today to experience the benefits of being a part of one of the best credit unions in California.
6190 Stanford Ranch Rd, Rocklin, CA 95765, United States -
Steve Raymond - SAFE Credit Union - Financial Planning
● ClosedSteve Raymond - SAFE Credit Union - Financial Planning is a finance institution located at 2740 East Bidwell Street, Folsom, California, United States. At SAFE Credit Union, members are the top priority, not shareholders. They offer a range of financial services including savings solutions, borrowing options, business banking accounts, and investment planning. The institution also provides grants and scholarships, as well as financial health services for businesses. By becoming a member of SAFE Credit Union, individuals can enjoy a sense of community and belonging while receiving personalized financial support. The institution also offers convenient features such as Early Payday and SAFE Pay through their mobile app. With a focus on financial literacy and community involvement, SAFE Credit Union strives to support its members on their financial journey.
2740 E Bidwell St, Folsom, CA 95630, United States -
Benedict Financial Services
● ClosedBenedict Financial Services is a trusted accounting and finance institution located at 3938 Smith Street in Union City, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help. With a commitment to excellence and personalized service, Benedict Financial Services is your go-to destination for all your financial needs.
3938 Smith St # E, Union City, CA 94587, United States -
Hilaire Consulting Group
● OpenHilaire Consulting Group is a reputable accounting and finance institution located at 5104 Union Mine Drive in Antioch, California. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Their dedication to excellence and commitment to their clients make them a trusted partner for individuals and businesses alike. Visit Hilaire Consulting Group for all your accounting and finance needs in the Antioch area.
5104 Union Mine Dr, Antioch, CA 94531, United States -
UNION INCOME TAX & SERVICES
● ClosedUNION INCOME TAX & SERVICES is a finance institution located at 2617 Santa Ana Street in South Gate, California, United States. We specialize in providing expert tax preparation services and financial advice to individuals and businesses. Our team of professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need help with filing your taxes, planning for the future, or managing your finances, UNION INCOME TAX & SERVICES is here to assist you every step of the way. Visit us today to experience our personalized and reliable financial services.
2617 Santa Ana St, South Gate, CA 90280, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, your trusted financial partner located at 535 West Channel Islands Boulevard, Port Hueneme, California 93041, United States. As a leading institution in the ATM, bank, and finance sectors, we are dedicated to serving the military community and their families with unmatched financial services and support. Our state-of-the-art Digital Investor platform allows you to start investing in as little as 10 minutes using automated or self-directed tools. For those seeking personalized guidance, our expert financial advisors are ready to help you develop an investment strategy tailored to your individual needs and preferences. Embrace the ever-changing landscape of investing with confidence using our seven tried and true strategies.
535 West Channel Islands Boulevard, Port Hueneme, California 93041, United States -
Navy Federal Credit Union ATM
● OpenWelcome to the Navy Federal Credit Union ATM located at 535 West Channel Islands Boulevard, Port Hueneme, California 93041. As a premier financial institution serving the military and their families, we provide a comprehensive range of financial services tailored to meet your needs. Our ATM services are designed for your convenience, allowing you to make withdrawals, deposits, loan payments, balance inquiries, and transfers between your Navy Federal accounts, all free of charge using your Navy Federal Debit Card and PIN. With a history dating back to 1933, Navy Federal Credit Union has grown to serve over 13 million members, anchored by our vision to be the most preferred and trusted financial institution for the military community. Our membership is open to all branches of the armed forces and their family members, offering exclusive military benefits such as low rates, special offers, and discounts.
535 West Channel Islands Boulevard, Port Hueneme, California 93041, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, your trusted financial partner located at 1336 Harris Street, Port Hueneme, California 93041. As a premier institution specializing in ATM, banking, and finance services, we are dedicated to serving the unique needs of our members, particularly those in the military and their families. Our Digital Investor platform offers the convenience of starting your investment journey in as little as 10 minutes, with both automated and self-directed tools available. For those seeking personalized guidance, our experienced financial advisors are here to help you develop an investment strategy tailored to your individual needs and preferences. Embrace change with confidence by exploring our seven proven investment strategies designed to help you navigate financial challenges.
1336 Harris Street, Port Hueneme, California 93041, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, conveniently located at 5360 Rosecrans Avenue, Hawthorne, California 90250. As a trusted provider in the ATM, banking, and finance sector, we are committed to serving the unique needs of our members, especially those in the military community and their families. At Navy Federal, we believe that "the only constant in life is change," particularly when it comes to investing. That's why we offer a range of tools and resources to help you navigate your financial journey with confidence. In as little as 10 minutes, you can start investing with our Digital Investor’s automated or self-directed options. For those seeking personalized guidance, our expert financial advisors are ready to help you develop an investing strategy tailored to your goals.
5360 Rosecrans Avenue, Hawthorne, California 90250, United States -
Navy Federal Credit Union
● ClosedWelcome to Navy Federal Credit Union, located at 4201 McGowen Street, Long Beach, California. As a trusted financial institution, we are proud to serve our members with a wide range of services, including ATM access, banking, and financial advice tailored to your needs. With Navy Federal, you can start investing in as little as 10 minutes using our Digital Investor tools, whether you prefer an automated or self-directed approach. If personalized guidance is what you seek, our experienced financial advisors are ready to help you craft an investment strategy that aligns with your unique goals. Embrace change with confidence by exploring our seven proven strategies for navigating the dynamic world of investing.
4201 McGowen Street, Long Beach, California 90808, United States -
BMO
● ClosedBMO, located at 33301 Alvarado-Niles Road in Union City, California, is a full-service bank offering a wide range of banking services, investments, and lending products for personal and commercial customers. As a member of FDIC, BMO Bank N.A. in the United States is committed to providing quality financial products while ensuring compliance with federal laws such as the USA Patriot Act. Customers opening accounts will be required to provide identification and verification information to prevent money laundering and terrorism financing. Please note that third-party websites linked to BMO may have different privacy and security policies. It is recommended to review these policies before proceeding. BMO Bank N.A. does not offer tax or legal advice, and customers are advised to consult with their own legal and tax advisors for personalized guidance.
33301 Alvarado-Niles Rd, Union City, CA 94587, United States -
Yogi Chugh - State Farm Insurance Agent
● ClosedYogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.
3650 Thornton Ave, Fremont, CA 94536, United States -
Farmers Insurance - Desiree Ortega
● ClosedFarmers Insurance - Desiree Ortega is a local insurance agency located at 2940 Union Avenue in San Jose, California. As your Farmers Insurance agent, Desiree Ortega is dedicated to providing personalized solutions tailored to fit your needs. With over 11 years of experience in the insurance industry, Desiree can help you navigate the unique challenges of the California market. The McKenna Ortega Insurance Agency, a 4th generation Farmers Insurance Agency, treats clients like family and has been serving customers for over 50 years. Desiree Ortega offers a range of insurance options including auto, home, umbrella, commercial, and life insurance. By getting to know each client individually, Desiree is able to create customized plans that address specific needs and priorities. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Desiree can help you find the right insurance policy within your budget.
2940 Union Ave Ste A, San Jose, CA 95124, United States
- Car service
- Personal loan
- Small business loan
- Financial advisor
- Health insurance companies
- Life insurance companies
- Payday loans
- Financial consulting
- Tax advisor
- Tax consultant
- Tax preparation services
- Home insurance companies
- financial consulting for businesses in Antioch
- financial consulting for businesses in Aptos
- financial consulting for businesses in Arcata
- financial consulting for businesses in Camarillo
- financial consulting for businesses in Carlsbad
- financial consulting for businesses in Cloverdale
- financial consulting for businesses in El Segundo
- financial consulting for businesses in Eureka
- financial consulting for businesses in Folsom
- financial consulting for businesses in Fort Bragg
- financial consulting for businesses in Fremont
- financial consulting for businesses in Goleta
- financial consulting for businesses in Hawthorne
- financial consulting for businesses in Hayward
- financial consulting for businesses in Long Beach
- financial consulting for businesses in Newark
- financial consulting for businesses in Palo Alto
- financial consulting for businesses in Pittsburg
- financial consulting for businesses in Port Hueneme
- financial consulting for businesses in Redondo Beach
- financial consulting for businesses in Riverside
- financial consulting for businesses in Rocklin
- financial consulting for businesses in Roseville
- financial consulting for businesses in San Diego
- financial consulting for businesses in San Francisco
- financial consulting for businesses in San Jose
- financial consulting for businesses in South Gate
- financial consulting for businesses in South San Francisco
- financial consulting for businesses in Ukiah
- financial consulting for businesses in Vacaville
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos